Institutional Ownership First Tr Exch Trd Fd Viii Ft C (DJUL)
This table provides information about the institutional ownership of First Tr Exch Trd Fd Viii Ft C (DJUL). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 4.87 Million shares, which have been reported (via 13F filing form) to have a value of $227 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
12,818
shares
|
$598,216
0.09% of portfolio
|
Q2 2025
Added 64.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
12,205
shares
|
$569,607
0.0% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
12,200
shares
|
$569,374
0.02% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
12,170
shares
|
$567,973
0.04% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,163
shares
|
$567,647
0.01% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,360
shares
|
$530,171
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
11,353
shares
|
$529,844
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,929
shares
|
$510,056
0.0% of portfolio
|
Q2 2025
Reduced 92.71%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
10,125
shares
|
$472,533
0.15% of portfolio
|
Q3 2023
Added 29.81%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,000
shares
|
$466,700
0.05% of portfolio
|
Q2 2025
Reduced 17.08%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$466,700
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
9,965
shares
|
$465,066
0.0% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,203
shares
|
$429,504
0.01% of portfolio
|
Q3 2025
Reduced 30.69%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
9,181
shares
|
$428,477
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
8,638
shares
|
$403,135
0.05% of portfolio
|
Q2 2024
Added 1.77%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
8,585
shares
|
$400,661
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
7,872
shares
|
$367,386
0.03% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
7,729
shares
|
$360,712
0.02% of portfolio
|
Q2 2025
Reduced 9.37%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
7,600
shares
|
$354,692
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Aug 04, 2025 Q2 2025 |
7,396
shares
|
$345,171
0.31% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
7,357
shares
|
$343,351
0.09% of portfolio
|
Q4 2024
Reduced 18.3%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
6,999
shares
|
$326,643
0.0% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,980
shares
|
$325,756
0.0% of portfolio
|
Q2 2025
Reduced 72.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
6,796
shares
|
$317,169
0.0% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,638
shares
|
$309,795
0.01% of portfolio
|
Q3 2021
Added 69.98%
|